OPERATE / LUXE CURIO
CRM & Sales Operations
Make customer records, pipeline stages and follow-ups easier for your team to manage.
Discuss this serviceTHE PURPOSE
A pipeline your team can trust
Clean data, configure the CRM and build an agreed rhythm for ownership and reporting.
THE DELIVERY
How the work moves forward
Review data and structure
Examine fields, duplicates and stages. Agree definitions and who may approve changes.
Clean and organize
Prepare reviewed updates, merge approved duplicates and establish owners and next actions for opportunities.
Maintain a routine
Update records from agreed sources, track overdue follow-ups and flag missing information or stalled deals.
THE HANDOVER
What you receive
- Agreed field, stage and ownership definitions for the sales process.
- Reviewed cleanup with a record of significant changes.
- Current opportunity records, follow-up tasks and an exception list.
- A recurring pipeline report and instructions for consistent record-keeping.
HOW WE CHECK THE WORK
The pipeline should reflect how the sales team actually works.
- Agree stage definitions, required fields and ownership before changing records.
- Review proposed merges and removals with an authorized person before applying them.
- Check reports against sample opportunities and make stalled records or missing next steps visible.
BEFORE WE BEGIN
What we need from you
We need CRM access, an explanation of your sales process and agreement on what each stage means. Your team should identify who can approve merged records, ownership changes and any data removal.
What to agree in the scope
This service keeps sales records and the working process in order. It does not include managing prospect conversations unless agreed within business development. Where both services are needed, we assign CRM updates to one owner. New custom features or a complex migration need a technical scope.
A FEW USEFUL ANSWERS
Questions about this service
Will you delete or merge records automatically?
Destructive changes need agreed rules and appropriate approval. Where supported, we preserve an export or recovery path and record merges and removals.
Can you move us to a new CRM?
Migration can be scoped separately. It requires field mapping, cleanup, import checks and a transition plan that preserves active follow-ups.
Do you decide whether a deal is qualified or won?
Your sales process defines those decisions. We update records from approved evidence and flag gaps rather than inventing status.
Tell us what you have in mind.
Share the current situation and what you want to achieve. We will use this service as the starting point for the discussion.
Discuss your requirements